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iShares ESG Aware MSCI USA ETF

771 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 327 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $9.81B → $10.6B (+$804M)

3% more funds holding

Funds holding: 752771 (+19)

0.2% more ownership

Funds ownership: 76.72%76.93% (+0.2%)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

27% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 327

Holders
771
Holders Change
+19
Holders Change %
+2.53%
% of All Funds
10.15%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
64
Increased
240
Reduced
327
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
401
IHT Wealth Management
Illinois
$695K -$3K -24 -0.5%
PAI
402
Pittenger & Anderson Inc
Nebraska
$691K -$17.4K -139 -3%
AL
403
Aspiriant LLC
California
$688K +$634K +5,082 New
Lido Advisors
404
Lido Advisors
California
$686K -$6.24K -50 -1%
RCA
405
Resonant Capital Advisors
Wisconsin
$683K
MYIA
406
Mount Yale Investment Advisors
Colorado
$675K -$192K -1,534 -24%
GDP
407
Great Diamond Partners
Maine
$673K -$20.2K -162 -3%
AI
408
Atria Investments
North Carolina
$665K +$43.7K +350 +8%
SL
409
Sentinus LLC
Illinois
$664K -$61.2K -490 -9%
TPCW
410
TD Private Client Wealth
New York
$660K -$19.6K -157 -3%
EB
411
Eastern Bank
Massachusetts
$659K -$206K -1,647 -25%
MSFS
412
Main Street Financial Solutions
Pennsylvania
$654K +$1.5K +12 +0.2%
MFG
413
Magnus Financial Group
New York
$654K -$5.87K -47 -1%
BFP
414
Brewster Financial Planning
New York
$650K -$19K -152 -3%
BRWA
415
B. Riley Wealth Advisors
Florida
$645K +$596K +4,771 New
TWA
416
Talisman Wealth Advisors
New Jersey
$645K +$4.74K +38 +0.8%
HFS
417
Howard Financial Services
Texas
$642K +$1.87K +15 +0.3%
IF
418
Intrua Financial
Texas
$638K -$88.4K -708 -13%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$638K -$30.2K -242 -5%
KWM
420
Kingsview Wealth Management
Oregon
$636K -$26.7K -214 -4%
CSP
421
Cary Street Partners
Virginia
$633K -$165K -1,322 -22%
HFO
422
Heritage Family Offices
Arizona
$628K
FA
423
FC Advisory
Pennsylvania
$623K +$575K +4,608 New
FFG
424
Fiduciary Financial Group
California
$622K +$2.25K +18 +0.4%
Bank of Montreal
425
Bank of Montreal
Ontario, Canada
$602K +$15.9K +127 +3%

ESGU Hedge Fund Activity: Q2 2025 in Review

771 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2025, worth a combined $10.6B — up 8.2% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ESGU positions and 33 closed out — a net gain of 31 holders — while 240 added to existing stakes and 327 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $54.2M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 771 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2025, up from 752 in Q1 2025.
  • Funds reported $10.6B of iShares ESG Aware MSCI USA ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 64 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2025 and 33 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $54.2M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.